Second Annual Portfolio Construction Roundtable IMEA’s Product Council brought together executives involved
|Second Annual Portfolio Construction Roundtable|
IMEA’s Product Council brought together executives involved in Portfolio Construction and Model Portfolios for the second annual Portfolio Construction Roundtable. Conversation centered around the trends and challenges in this rapidly growing business area. The day included Cerulli presenting current research, client perspective from Morgan Stanley and Envestnet, as well as an intimate discussion on Establishing the Right Portfolio Construction Engagement Model.
Topics discussed include:
• Standard vs. Custom Model Construction Support
• Integrating Firm Asset Allocation Views
• Sales Professionals & Portfolio Construction Specialist Roles
• Leveraging Data
• Advisor Segmentation Strategy
• Digital & Web Client Engagement
• Open Discussion
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Tuesday, July 30, 2019 | 6:00 PM
Bobby Van’s Steakhouse
131 E 54th St, New York, NY 10022
Wednesday, July 31, 2019 | 8:00 AM – 3:00 PM
Portfolio Construction Roundtable
599 Lexington Ave, 32nd Floor, New York, NY 10022
816.454.9422 | Email Laura Klover